Market Focus: All Eyes on the Fed as Euro Gains Ground

All Eyes on the Fed as Euro Gains Ground

With no major UK data on the calendar today, investor attention has shifted across the Channel and over to the US for key economic updates.

EU Inflation Data Due This Morning

Markets are awaiting the latest Consumer Price Index (CPI) figures from the eurozone. Inflation is expected to come in softer than last month, which could put downward pressure on the euro if confirmed.

FOMC Policy Decision Takes Centre Stage

The day’s headline event is the US Federal Reserve’s policy announcement this evening. The market consensus points to a rate cut, with the Fed expected to reduce its headline rate from 4.5% to 4.37%.

However, the real focus will be on the Fed’s forward guidance. Investors will be watching closely for any signals about further rate adjustments in 2025, as policymakers weigh slowing inflation against persistent economic uncertainty.

Euro Strengthens on German Spending Boost

The euro has continued to edge higher overnight, following Germany’s announcement of increased public expenditure. This fiscal shift, agreed late Sunday, has lent the single currency support against both the pound and the dollar.

Sterling Holds Its Ground

Despite ongoing debate around the UK’s tax policies, sterling remains resilient—supported by its relative attractiveness in a shifting global landscape.

Strategic Currency Management Starts Here

With central banks setting the tone for currency markets, understanding the implications for your business or portfolio is crucial. Speak to a QuMoney expert today to navigate market moves and optimise your international transfers.

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